Financial Administrator

3 days ago


Christchurch, United Kingdom Bond Williams Full time

Financial Administrator - Christchurch - Salary £26,000

A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office.

Main responsibilities:

- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis via company platforms.
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances.
- General administration and servicing including processing death certificates and changes to client personal information
- Recommending improvements to administration processes to increase efficiency
- Assist in the production of illustrations via insurance websites and requesting and collating annuity quotations

Key Skills
- Previous IFA experience would be preferable
- Good knowledge of platforms, such as Standard Life Wrap, Novia and Quilter and back-office systems.
- High standard of communication, both written and oral.
- Excellent analytical and problem solving skills.
- IT literate
- Work with accuracy and attention to detail

**Benefits**:

- Competitive salary
- Hybrid working
- 25 days holiday plus bank holidays
- Private pension (3% of gross salary)
- Private medical insurance after 6 months service
- Annual bonus scheme
- Support with examination costs

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency



  • Christchurch, United Kingdom Ortus PSR Full time

    **Financial Planning Administrator** **Location: Christchurch** **Salary: £23,000 - £27,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...


  • Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office. Main responsibilities: -...


  • Christchurch, United Kingdom Appointed ltd Full time

    **Whole of market financial planning firm are recruiting for a maternity cover, 12 month FTC to support their Director with financial administration on a part time basis starting Feb/ March time. You will work out of their home based office betweenChristchurch and Ringwood alongside the option to work from home once up and running. He is seeking circa 20...


  • Christchurch, United Kingdom Ortus PSR Full time

    **Financial Planning Administrator (Part Time)** **Location: Christchurch** **Salary: £23,000 - £27,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study...


  • Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary up to £26k DOE A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main...

  • Financial Adviser

    7 days ago


    Christchurch, United Kingdom Ortus PSR Ltd. Full time

    Financial Adviser – HNW Clients | Whole of Market | Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term...

  • Ifa Administrator

    1 week ago


    Christchurch, United Kingdom Appointed ltd Full time

    **Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.** - The position can be either...

  • Sales Administrator

    2 weeks ago


    Christchurch, United Kingdom Hendy Group Full time

    Our Christchurch JLR dealership have an excellent opportunity for an organised team-player to join their team to assist with all elements of administration surrounding Hendy’s new and used vehicles. Working closely with colleagues from within the dealership, Finance and across all levels of the Sales department, you will ensure compliance with all...

  • Sales Administrator

    2 weeks ago


    Christchurch, United Kingdom Hendy Group Full time

    Our Christchurch JLR dealership have an excellent opportunity for an organised team-player to join their team to assist with all elements of administration surrounding Hendy’s new and used vehicles. Working closely with colleagues from within the dealership, Finance and across all levels of the Sales department, you will ensure compliance with all...


  • Christchurch, United Kingdom Bond Williams Full time

    Accounts Executive Assistant - Christchurch - Salary up to £35,000 DOE An Accounts Executive Assistant is required for our client based in Christchurch to join their central finance team. The main aspect of the role is to assist the CFO in group functions, coordinate the data, reports, accounts, and other documents and organisingthe group financial...